Recent Updates
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Updated on: Apr 30, 2018
6.9 April 2018
Manual Payments2Us User Manual -
Updated on: Apr 28, 2018
6.10 May 2018
Manual Payments2Us User Manual -
Updated on: Apr 22, 2018
How to send out first automated reminders - contact level
This workflow setup is required if you wish to send out a first automated reminder to Contact level members/subscribers.
Quick Steps:
- Clone Workflow rule "1st Renewal Reminder [ADD TIME BASED WORKFLOW]" and rename to "1st Renewal Reminder"
- Add Immediate Workflow Actions. Select Existing - Field Update "set 1st Reminder Due"
- Add a Time-Dependant Action. Set it to fire 30 days before subscription end date (or time period you would like).
Add Action - use existing workflow - "Email Alert: send 1st Renewal Reminder Email"
Add Action - use existing workflow - "Field Update: set 2nd Reminder Due" - Optionally review and update the renewal email templates
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Updated on: Apr 16, 2018
How to send out second automated reminders - contact level
This workflow setup is required only if you wish to send out a second automated reminder to members/subscribers.
Quick Steps:
- Clone Workflow rule "2nd Renewal Reminder [ADD TIME BASED WORKFLOW]" and rename to "2nd Renewal Reminder"
- Add a Time-Dependant Action. Set it to fire 10 days after subscription end date (or time period you would like).
Add Action - use existing workflow - "send 2nd Renewal Reminder Email" - Optionally, update the Email and/or PDF templates
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Updated on: Apr 10, 2018
What are the steps for a complete install?
Thank you for using Payments2Us.
This guide will step you through the installation process and initial setup of Payments2Us. The installation requires a moderate level of salesforce.com administration experience. If you prefer, you can engage an Payments2Us Consultant to assist.
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Updated on: Apr 08, 2018
How to obtain an eCommerce Merchant Facility for Authorize.Net
Payments2Us licensing is for use with Authorize.net Accounts that have signed up through. Payment Gateway by using the following link: AAkonsult Authorize.Net
Should you already have an Authorize.Net account, please contact [email protected] for pricing information as our published rates are for those accounts that are linked to AAkonsult Authorize.Net
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Updated on: Apr 02, 2018
What is required beforehand?
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Updated on: Mar 20, 2018
6.7 February 2018
Manual Payments2Us User Manual -
Updated on: Feb 28, 2018
6.8 March 2018
Manual Payments2Us User Manual -
Updated on: Oct 06, 2017
6.6 October 2017
Manual Payments2Us User Manual